Best CRM Software - Page 135

MemoriaOS

MemoriaOS is a cloud-based management platform for funeral homes and cremation providers. It was developed by a licensed funeral director and embalmer and is offered as a multi-tenant software-as-a-service product. Case management supports at-need and pre-need cases, with case numbers assigned by location. Each case record includes vitals, family information, services, documents, finances, communications, and aftercare. An operations whiteboard displays all active cases across configurable columns. Arrangement Mode is a full-screen, seven-step workflow used during the arrangement conference with families. A token and PIN-protected Family Portal allows families to complete arrangement information remotely for staff review. Each case can also have a public memorial page with a QR code linking to service details, directions, and obituary or tribute links. The document module generates pre-filled PDFs from case data and supports on-screen signing, a custom form builder, and submission history. Communications include SMS and email with per-case message threads and templates. The finance module provides itemized statements, payment recording, insurance tracking, and balance summaries. Reporting covers revenue, operating expenses, and accounts payable. Staff management includes timesheets, a time clock, scheduling, a licensing tracker with expiration alerts, and five-tier role-based access control. Multi-location organizations can operate multiple locations under one account. A data import tool accepts CSV and Excel files from legacy systems. Pricing is published and tiered by number of locations rather than call volume. All features are included in every tier. Onboarding is performed by MemoriaOS staff and carries a one-time fee that varies by tier. Key features At-need and pre-need case management Operations whiteboard Guided arrangement conference workflow Family portal Public memorial pages with QR codes SMS and email communications Document generation and electronic signature Statements, payments, and insurance tracking Staff scheduling, timesheets, and license tracking Role-based access control Multi-location support Legacy data import (CSV and Excel)

Menixuz Insurance

Menixuz Insurance is an insurance CRM for agencies and IMFs in India. Upload your premium register, hand out renewal calls, and have every renewal reminder approved by your team. It tracks policies, renewal due dates, owners and outcomes, logs every enquiry with its source, and keeps quote follow-ups in one workflow. Proposal, payment and policy issue stay with the insurer. Built by Menixuz IT Solutions.

Meow

Mera

MERA è un gestionale cloud AI-native per medici di medicina generale: cartella clinica elettronica, ricette dematerializzate, certificati INPS, FSE 2.0 e Sistema Tessera Sanitaria, anche per medicina di gruppo, AFT e Case della Comunità. A partire da 65 €/medico/mese.

Meridio CRM

Meridio is the all-in-one CRM, power dialer and map for final expense and mortgage protection agents who sell by phone and in the home. Agents get one app instead of four: a CRM for their leads (CSV import, tags, history, duplicate check, documents); a power dialer with a hands-free mode, call outcomes, recording, a Do Not Call list and spam-label checks, with minutes and a local number included; a map to draw call lists and plan door-knock routes; a calendar that books appointments mid-call; policy tracking after the sale (pending, active, lapsed, replacements with Stop PAC reminders); a Direct Mail Extractor that reads mailed reply cards into leads; and appointment setters inside the agent's account. Plans start at $49 a month, first month free. Made by Meridio Software LLC, Jacksonville, Florida.

Message Plane CRM

Message Plane is an auto transport CRM for brokers from MESSAGE PLANE CRM LLC, founded in 2016. It brings built-in calls, SMS, and email into one workflow, with Central Dispatch and Super Dispatch synchronization and QuickBooks integration. Brokers can manage customer and vehicle-transport communications in one place. Flat pricing is $399–$499 per month for the base plan plus $59–$79 per seat, with straightforward pricing designed for growing broker teams.

META Smart Business Mobile

Metrico CRM

Metrico CRM is a modern customer relationship management platform designed to simplify the way businesses manage their sales process. Instead of switching between spreadsheets, emails, WhatsApp, and multiple tools, Metrico CRM brings everything together in one centralized platform. At the heart of the product is the Lead Details page—the workspace where sales teams spend most of their time. Users can manage the complete lifecycle of a lead from a single screen, including follow-ups, tasks, contacts, attachments, notes, communication history, and stage updates. Every essential action is accessible in just one click, reducing unnecessary navigation and helping teams stay focused on closing deals. Beyond lead management, Metrico CRM provides customizable sales pipelines, workflow automation, lead assignment rules, approval workflows, reporting dashboards, document management, and integrations with popular business tools. The platform is designed to be flexible enough to match different sales processes while remaining simple enough for teams to adopt quickly without extensive training. Whether you're a startup, agency, educational institution, real estate company, or any growing business, Metrico CRM helps you organize customer relationships, improve team productivity, automate repetitive tasks, and turn more leads into customers.

mexXsoft

MGA Connect

MGA Connect is an end-to-end operating platform built for MGAs, bringing underwriting, policy administration, rating, claims, billing, broker management, document generation, and bordereaux reporting into one connected system. Our platform gives teams a single source of structured data across the policy lifecycle, with AI-powered submission triage, configurable underwriting and rating workflows, automated reporting, and real-time portfolio visibility. MGAs can use the full platform or adopt the capabilities they need alongside their existing technology, helping them reduce manual work, make faster underwriting decisions, and scale their book without adding unnecessary operational complexity.

mHelpDesk

Win more jobs with mhelpDesk. Get organized and grow your business with mHelpDesk. 10,000+ businesses have already made the switch.

Average Rating: 4.0/5.0

Total Reviews: 131

Microsoft Dynamics 365

EDM helps businesses connect their operations with Microsoft Dynamics 365, a suite of cloud-based ERP and CRM applications combining automation, artificial intelligence, and business insights. Key solutions include: - Business Central: Connect finance, sales, service, and operations in one ERP platform. - Marketing and sales: Support customer relationship management and connected commercial activities. - Finance and supply chain: Coordinate financial processes, procurement, and supply chain operations. - Manufacturing: Support production needs, asset management, and operational efficiency. - Industry solutions: Address business requirements across retail, healthcare, financial services, and manufacturing. EDM’s services include: - Licensing guidance: Understand available applications, functionality, and costs. - Implementation: Plan and deploy solutions while minimizing business disruption. - Customization: Adapt applications to specific business processes. - Cloud integration: Connect systems with support from developers and integration specialists. - Localization: Extend functionality for Lebanon, Saudi Arabia, and regional requirements through local add-ons. - Business integrations: Support VAT, electronic invoicing, QR codes, WhatsApp integration, and mobile solutions. With Microsoft Dynamics 365 and EDM’s local expertise, businesses can simplify workflows, connect information, and support growth through a more unified approach to business management.

Microsoft Dynamics 365 CRM Implementation Partner

BaffleSol is a Microsoft Dynamics 365 CRM Implementation Partner helping organizations implement, customize, integrate, modernize, and optimize Microsoft Dynamics 365 CRM to improve customer engagement, sales productivity, service operations, and business visibility. BaffleSol helps organizations unify sales, marketing, customer service, field operations, and customer engagement through Microsoft Dynamics 365 CRM. Whether implementing a new CRM, replacing a legacy system, or integrating CRM with Microsoft Dynamics 365 ERP and other business applications, BaffleSol designs scalable solutions around business processes, customer journeys, compliance requirements, and long-term growth objectives. Microsoft Dynamics 365 CRM connects customer-facing teams on a unified platform and can be enhanced with Microsoft Copilot, Power BI, Microsoft Teams, Power Platform, and Dynamics 365 ERP. This enables organizations to automate sales processes, improve customer engagement, gain AI-powered insights, and make faster, data-driven decisions. Key Business Outcomes • Improve sales productivity by automating lead and opportunity management • Strengthen customer relationships with a complete 360-degree customer view • Improve marketing performance through segmentation, campaign automation, and analytics • Create connected omnichannel customer experiences • Gain AI-powered customer intelligence and real-time insights • Improve customer service response times and case management • Connect CRM and ERP processes for greater operational visibility • Reduce manual processes through workflow automation • Improve forecasting and decision-making with real-time analytics Key Modules & Capabilities Sales Automation & Pipeline Management Microsoft Dynamics 365 CRM helps organizations manage the complete sales lifecycle, from lead capture and qualification to opportunity management, quotations, forecasting, and customer engagement. Sales teams can automate follow-ups, approvals, lead management, and opportunity tracking while gaining better visibility into pipeline health and revenue forecasts. AI-Powered Customer Insights & 360° Customer View BaffleSol helps organizations consolidate customer interactions, sales history, service cases, communication records, purchasing behaviour, and marketing engagement into a unified customer profile. Microsoft Copilot, AI-powered analytics, and real-time reporting can help teams understand customer behaviour, identify opportunities, and deliver more personalized customer experiences. Marketing Automation & Campaign Management Microsoft Dynamics 365 CRM enables organizations to automate marketing campaigns, segment audiences, nurture leads, monitor campaign performance, and connect marketing activities with sales and customer service. Real-time analytics help teams measure campaign effectiveness, improve lead quality, and optimize marketing performance. Customer Service & Case Management CRM provides capabilities for managing customer enquiries, service requests, support cases, field operations, service agreements, and customer interactions. Service teams can access customer history and case information from a unified platform, helping them respond faster and deliver more consistent customer experiences. Connected Omnichannel Customer Experience BaffleSol helps organizations connect customer engagement across email, Microsoft Teams, websites, social media, eCommerce platforms, customer portals, and mobile channels. This creates a consistent customer experience while maintaining a unified view of customer interactions. Microsoft Copilot & AI-Powered CRM Microsoft Copilot can assist sales and service teams with tasks such as drafting emails, summarizing meetings, preparing customer responses, analyzing opportunities, supporting sales forecasting, identifying customer sentiment, and recommending next actions. AI-powered capabilities help reduce repetitive work and provide teams with actionable customer insights. Microsoft Dynamics 365 CRM Implementation Services BaffleSol provides end-to-end CRM implementation services covering: • Business discovery and process assessment • CRM solution design • Sales, Customer Service, Marketing, and Field Service configuration • CRM customization • Data migration • System integration • Workflow automation • Testing and validation • User training • Change management • Go-live support • Post-go-live optimization • Ongoing CRM support and modernization Connected ERP & Business Applications BaffleSol integrates Microsoft Dynamics 365 CRM with Microsoft Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Microsoft 365, Power Platform, Power BI, Microsoft Teams, SAP, Oracle, custom ERP systems, eCommerce platforms, customer portals, banking systems, and other third-party applications. These integrations help connect customer, sales, service, order, financial, and operational data to create connected business processes and a reliable source of information across departments. Microsoft Licensing & CRM Optimization BaffleSol helps organizations select appropriate Microsoft Dynamics 365 CRM applications, align licenses with business roles, manage renewals, and optimize CRM investments. This helps organizations provide users with the capabilities they need while avoiding unnecessary licensing costs. User Adoption & Change Management BaffleSol supports CRM adoption through role-based training, hands-on workshops, business process documentation, knowledge transfer, and post-go-live support. The objective is to help sales, marketing, customer service, and leadership teams effectively adopt Microsoft Dynamics 365 CRM and maximize its business value. Why Choose BaffleSol as Your Microsoft Dynamics 365 CRM Implementation Partner? BaffleSol combines Microsoft technology expertise with practical business consulting and structured implementation methodologies. With a reported 100% implementation success rate and more than 90% of projects delivered on time, BaffleSol focuses on aligning CRM technology with business processes and measurable business outcomes. As a Microsoft Solutions Partner, BaffleSol works with Microsoft technologies and best practices to help organizations implement, integrate, modernize, and optimize their CRM environment. From initial planning and implementation to user adoption, support, and continuous optimization, BaffleSol works as a long-term technology partner. Transform Customer Relationships with Microsoft Dynamics 365 CRM Looking to improve sales productivity, strengthen customer relationships, automate customer-facing processes, or connect your CRM with ERP and other business applications? Connect with BaffleSol's Microsoft Dynamics 365 CRM specialists to discuss your CRM implementation, integration, customization, migration, modernization, or optimization requirements. Reach out to BaffleSol: Website: Microsoft Dynamics 365 Implementation Partner | AI Solutions | BaffleSol Email: sales@bafflesol.com Speak with BaffleSol to explore how Microsoft Dynamics 365 CRM can be aligned with your business processes and customer engagement goals. Microsoft Dynamics 365 Implementation Partner | AI Solutions | BaffleSol Transform your business with AI-powered Microsoft Dynamics 365 ERP, Microsoft Copilot, Power BI, CRM, cloud solutions, and intelligent business automation from BaffleSol Technologies.

Midu Gestión

Midu es el software de gestión para gimnasios y estudios de Argentina que lleva todo el negocio en un solo lugar, desde la primera consulta hasta la renovación. Atraer y vender: inbox de WhatsApp e Instagram con un bot que responde, integración con los anuncios de Meta para saber de qué campaña vino cada consulta y cuántas terminan en socios, y seguimiento de prospectos. Cobrar: membresías flexibles, cobros con MercadoPago (link de pago, suscripciones y débito automático), caja de mostrador con arqueo por turno y facturación electrónica ARCA en cada pago. Operar: agenda de clases con reservas desde la app y lista de espera automática, alumnos fijos, control de acceso por QR y molinetes, rutinas, stock y gestión multi-sede, con asistencia de los profesores. Retener: programa de puntos y opiniones de cada clase, automatizaciones (avisos de vencimiento, reactivación de los que dejan de venir, cumpleaños) y reportes de facturación, morosidad, altas y bajas. Hecho para la realidad argentina: precios publicados en pesos, sin permanencia, soporte en español y app propia para los socios. Ideal para gimnasios de musculación, CrossFit, estudios de pilates y yoga, artes marciales y centros multidisciplina.

Mifumo

Accounting, payroll and stock in one system. Built in Tanzania, ready for East Africa.